VISTA INVESTMENT PARTNERS LLC

All 13F Filings

Location
Oklahoma City, OK
Most recent 13F
Q3 2026
Holdings value ($000)
383,750
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/8/2026 166 383,750 13F-HR VISTA INVESTMENT PARTNERS LLC
Q2 2026 7/9/2026 172 397,358 13F-HR VISTA INVESTMENT PARTNERS LLC
Q1 2026 4/9/2026 169 378,088 13F-HR VISTA INVESTMENT PARTNERS LLC
Q4 2025 1/16/2026 165 382,588 13F-HR VISTA INVESTMENT PARTNERS LLC
Q3 2025 10/16/2025 155 358,255 13F-HR VISTA INVESTMENT PARTNERS LLC
Q2 2025 7/10/2025 155 346,809 13F-HR VISTA INVESTMENT PARTNERS LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 228 (0.1% of total reported value) · QoQ Δ: -1.048 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 324.1 K 84.5% 0 12.14 K -12.14 K
ETFs 59.41 K 15.5% 0 423 -423
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Fund Snapshot

Q3 2026
Latest filed
10/8/2026
Total value ($000)
383,750
Holdings
166
QoQ value change ($000)
-13,608 (-3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.